Francisco Jose Velasco
Advisor at Macro Strategy Advisors — Miami, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
18 years
Location
Miami, FL 33131
Macro Strategy Advisors
Supported
Total advisors
1Clients per advisor
35 LowAvg AUM per client
$274,458 Very LowHNW client ratio
0% Very LowFrancisco Velasco is a financial advisor with Macro Strategy Advisors and holds Series 63 and Series 66 licenses. He has 18 years of industry experience, including roles at Macro Strategy Advisors Group LLC since 2021 and Insigneo Advisory Services and Securities since 2018. Outside of his advisory work, he is the director and sole owner of Veluric Capital LLC, an estate planning business. Macro Strategy Advisors Group provides discretionary and non-discretionary portfolio management and investment consulting to a concentrated client base including trusts, family offices, charitable organizations, and investment companies. The firm uses a systematic process that combines fundamental research with macroeconomic and technical analysis, employing a wide range of investment instruments across multiple time horizons.
Based on Macro Strategy Advisors
Based on Macro Strategy Advisors
Fixed Fees may be charged at client request, specific amounts not detailed.
$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.70% annually $5,000,000 - $15,000,000: 0.60% annually $15,000,000 - $25,000,000: 0.50% annually $25,000,000+: Negotiable
Registered representatives may receive commissions separately and in addition to advisory fees; advisory fees are not earned on brokerage accounts where commissions are earned.
Performance fees range from 5% to 20% of gains, subject to a High Water Mark and minimum gain thresholds, only for qualified clients meeting specific criteria.
Account minimum: $500,000
Miami, FL
1221 Brickell Avenue, Suite 900
Miami FL 33131
Advisors at this office
1
Florida
18 years of industry experience
Macro Strategy Advisors Group LLC
2021 - Present • 5 years
Miami, FL
Insigneo Advisory Services, LLC
2018 - Present • 8 years
Miami, FL
Insigneo Securities, LLC
2018 - Present • 8 years
Miami, FL
Family Business
2016 - 2018 • 2 years
Bogota
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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